See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,159 | $177,572-45.8% | $154,803-37.9% | $142,382-32.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 16.06% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,346 | $4,810+94.3% | $4,305+117.1% | $4,299+117.4% |
| Participant deferral / active EE | $9,935 | $6,272+58.4% | $5,540+79.3% | $6,507+52.7% |
| Admin fee / account holder | $23,890 | $16,786+42.3% | $14,329+66.7% | $12,624+89.3% |